Connector setup

Connect BankAnalysis to Claude

Add BankAnalysis to Claude to search U.S. banks, compare metrics, screen peers, review statements, and analyze earnings-call transcripts.

Before you start

You need:

  • A BankAnalysis account
  • A Claude account

Add the connector

  1. Open Claude.
  2. Go to Customize -> Connectors.
  3. Click + next to Connectors.
  4. Choose Add custom connector.
  5. Name it BankAnalysis.
  6. Paste this URL: https://mcp.bankanalysis.ai/mcp
  7. Click Add and sign in to BankAnalysis.
  8. In a Claude chat, click + -> Connectors and enable BankAnalysis.

Try asking

Compare JPMorgan Chase, Bank of America, Wells Fargo, and Citigroup on recent profitability and capital metrics.

Troubleshooting

  • Can't sign in? Use the same email as your BankAnalysis account.
  • Claude can't reach the server? Remove the connector and add it again.
  • You still need help? Contact support@bankanalysis.ai.